This column typically addresses all things editorial at InvestmentNews, but this is a perfect moment to recognize that IN also has a robust events schedule, and we’re right smack in the middle of busy season.
I’m always impressed by how many people take the time to travel to our events. It’s a perk of my job to attend and meet so many of you. It’s an unparalleled networking opportunity to connect with industry leaders, decision-makers and peers.
Our latest event, the Diversity, Equity and Inclusion Summit and Awards in New York City was no exception. And a few weeks ago, I was in Chicago for not one but two events: the Retirement Income Summit and Women Advisor Summit.
All three events were well attended and immaculately organized by our Events team, led by Director of Event Operations Brie Johnson, who negotiates contracts, picks the venues and vendors, and chooses the always delicious menu. She and the team spend months planning and preparing, and while the rest of us are sleeping, they are up before dawn on event day making sure no detail is overlooked.
Conference Content Producer Lucas Gochanour is the mind behind all the great sessions, panels and guests. Zoe Szmulewicz, event coordinator, is usually the first face you’ll see at registration, but also handles everything from creating the event websites to communicating with all the attendees and speakers before and after each event.
On the business side, Natalie Taylor, director of client services for events, makes sure that all the sponsors’ needs and goals are met, handling their logistics with the utmost attention to detail. On the sales side, Sabrina Straub carefully matches the best events for each company to achieve their goals, ensuring packages are tailored to meet clients’ growing needs.
It’s my pleasure to show the Events team some appreciation for the great work they do behind the scenes. Awards programs are more than just a nice lunch and speeches. We create space for meaningful conversations, on and off stage, about the challenges and changes that we face together.
If you haven’t been to an IN event yet, don’t fret, many more are on the way. I look forward to seeing you there!
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.